Total Return CAGR:26.90%(TTM)
Over the latest trailing 12-month period, total return cagr is +26.90%. The comparable SPY value is +22.28%. Year-to-date total return is +10.65%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Total Return CAGR averages 37.45% over 3 years and 15.04% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of the company's investment performance.
AX Total Return CAGR Chart
Axos Financial, Inc. (AX)
AX Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
AX Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 1787.55 | 1978.01 | +190.46 | +10.65% | +10.65% |
| 2025 | 1449.17 | 1787.55 | +338.38 | +23.35% | +23.35% |
| 2024 | 1132.78 | 1449.17 | +316.39 | +27.93% | +27.93% |
| 2023 | 792.95 | 1132.78 | +339.83 | +42.86% | +42.86% |
| 2022 | 1159.96 | 792.95 | -367.01 | -31.64% | -31.64% |
| 2021 | 778.63 | 1159.96 | +381.33 | +48.97% | +48.97% |
| 2020 | 628.22 | 778.63 | +150.41 | +23.94% | +23.94% |
| 2019 | 522.41 | 628.22 | +105.81 | +20.25% | +20.25% |
| 2018 | 620.33 | 522.41 | -97.93 | -15.79% | -15.79% |
| 2017 | 592.32 | 620.33 | +28.01 | +4.73% | +4.73% |
| 2016 | 436.72 | 592.32 | +155.60 | +35.63% | +35.63% |
| 2015 | 403.58 | 436.72 | +33.14 | +8.21% | +8.21% |
| 2014 | 406.79 | 403.58 | -3.22 | -0.79% | -0.79% |
| 2013 | 144.24 | 406.79 | +262.55 | +182.02% | +182.02% |
| 2012 | 84.28 | 144.24 | +59.96 | +71.14% | +71.14% |
| 2011 | 80.45 | 84.28 | +3.84 | +4.77% | +4.77% |
| 2010 | 51.87 | 80.45 | +28.58 | +55.10% | +55.10% |
| 2009 | 24.64 | 51.87 | +27.23 | +110.53% | +110.53% |
| 2008 | 37.09 | 24.64 | -12.45 | -33.57% | -33.57% |
| 2007 | 35.94 | 37.09 | +1.14 | +3.17% | +3.17% |
| 2006 | 259.34 | 35.94 | -223.39 | -86.14% | -86.14% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 1,978 | +14.9% | +28.0% |
| Q1 2026 | 1,721 | -4.4% | +26.6% |
| Q4 2025 | 1,800 | -0.6% | +19.5% |
| Q3 2025 | 1,811 | +17.2% | +32.5% |
| Q2 2025 | 1,546 | +13.7% | +35.0% |
| Q1 2025 | 1,359 | -9.8% | +25.4% |
| Q4 2024 | 1,506 | +10.2% | +28.6% |
| Q3 2024 | 1,366 | +19.3% | +74.0% |
| Q2 2024 | 1,145 | +5.6% | +46.7% |
| Q1 2024 | 1,084 | -7.4% | +42.1% |
| Q4 2023 | 1,171 | +49.1% | +52.0% |
| Q3 2023 | 785 | +0.6% | +2.7% |
| Q2 2023 | 780 | +2.3% | +2.4% |
| Q1 2023 | 763 | -1.0% | -24.3% |
| Q4 2022 | 771 | +0.8% | -33.6% |
| Q3 2022 | 765 | +0.3% | -24.3% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
About Axos Financial, Inc.
Founded in Las Vegas, Nevada, in 1999, Axos Financial, Inc. is a U.S.-based financial institution that delivers a comprehensive array of banking services to both individual consumers and businesses. The company operates through two primary divisions: its core Banking Business and its Securities Business. For deposits, Axos provides a broad spectrum of options including checking, savings, demand, money market, and time deposit accounts, alongside specialized products such as zero balance and insured cash sweep accounts. Its diverse lending portfolio encompasses various mortgage types, such as single-family, multi-family, and commercial real estate-backed loans. They also extend commercial and industrial loans, comprising non-real estate, asset-backed, term loans, and lines of credit. Consumer lending encompasses automobile loans, fixed-rate unsecured loans, and unique offerings such as structured settlements, Small Business Administration (SBA) loans, and securities-backed financing. Beyond its core banking activities, Axos provides extensive services, including ACH origination, wire transfers, commercial check printing, and tools for business bill payment and account transfers. Digital solutions such as remote and mobile deposit, lockbox services, merchant payment processing, and online payment portals are readily available. Clients benefit from concierge banking, mobile and text message banking, diverse payment services, and access to debit cards, credit cards, and digital wallets. In its Securities Business, Axos facilitates disclosed clearing services and comprehensive back-office support. This encompasses record keeping, trade reporting, accounting, general administrative support, securities and margin lending, reorganization assistance, and the secure custody of securities. The company also offers financing solutions to its brokerage clients. The institution, previously known as BofI Holding, Inc., adopted its current name, Axos Financial, Inc., in September 2018.
- Sector
- Financial Services
- Industry
- Banks - Regional
- CEO
- Gregory Garrabrants